Category Archives: Technical

How to Improve Agent Flow Performance in Copilot Studio Using Express Mode

What happens when an Agent Flow has more processing to do than its response window allows? As flows become more complex, multiple actions, calculations, record processing, and nested logic can increase execution time.  Microsoft Copilot Studio Express Mode is designed to optimize Agent Flow execution and help return responses faster. In this blog, we will… Read More: How to Improve Agent Flow Performance in Copilot Studio Using… »

The Case That Knows What to Do Next: Using AI Builder Prebuilt Prompts with Dataverse Low-Code Plug-ins

If you have spent any time around a support queue in Dynamics 365, you know what a fresh case usually looks like. One long description where the actual problem is buried somewhere between an order number, a list of fixes the customer already tried, and a lot of frustration. The agent has to read the… Read More: The Case That Knows What to Do Next: Using AI… »

Add to Calendar in Customer Insights A Quick Guide

Event marketers know the drill: a contact registers enthusiastically for a webinar, then forgets about it entirely by the time it starts. Customer Insights – Journeys addresses this gap with a native Add to Calendar button that lets registered contacts drop the event straight into their calendar app from the confirmation email. Why it matters… Read More: Add to Calendar in Customer Insights A Quick Guide »

Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities

While working as a Dynamics 365 and Power Platform Consultant at a technology company, I was responsible for supporting and maintaining our Dataverse environments. Along with configuring tables, business processes, and user requirements, I also looked after environment health, data cleanup, and overall data management. As more teams started using the system, the amount of… Read More: Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities »

Setting Up Event Waitlists in Dynamics 365 Customer Insights – Journeys

Managing a full-capacity event can get tricky when cancellations leave seats open and new registrants have nowhere to go. Dynamics 365 Customer Insights – Journeys simplifies this with its native event waitlist capability, allowing marketers to manage capacity, queue new registrants, and automatically fill available seats. This blog walks through how to set up and… Read More: Setting Up Event Waitlists in Dynamics 365 Customer Insights –… »

How to Add an Agent Node to an Agent Flow in Microsoft Copilot Studio

Modern Dynamics 365 applications often require intelligent automation to reduce manual effort and improve customer experience. Agent Nodes in Copilot Studio Agent Flows allow an existing AI agent to be invoked as part of a workflow. The flow can pass information to the agent, receive a structured response, and use that response in subsequent actions.… Read More: How to Add an Agent Node to an Agent Flow… »

Configuring the Sales Opportunity Agent in Dynamics 365

Every sales pipeline eventually faces the challenge of managing increasing deal volume and complexity. As opportunities grow, sellers spend more time reviewing emails, updating notes, tracking interactions, and gathering information from different sources. Opportunities can also lose momentum when key contacts become unresponsive, decision-makers change, or competitors enter the discussion. Without a structured process for… Read More: Configuring the Sales Opportunity Agent in Dynamics 365 »

Teaching Copilot Your Business Language: A Hands-On Look at the Dataverse Semantic Model

Ever asked Copilot a perfectly reasonable business question and gotten back a shrug, even though the data was sitting right there in Dataverse? That’s usually not a Copilot problem. It’s a language problem. Your team doesn’t talk in table and column names; you talk in “client,” “deal,” “ARR,” and “in the oven.” The AI, left… Read More: Teaching Copilot Your Business Language: A Hands-On Look at the… »

How to Analyze Copilot Agent Adoption Using Microsoft 365 Insights Agent

Organizations are increasingly using Microsoft 365 Copilot agents to simplify everyday tasks and support business processes across industries such as healthcare, finance, HR, and customer service. But deploying an agent is only the first step. To get the most value from it, you also need to understand how people are actually using it. Which agent… Read More: How to Analyze Copilot Agent Adoption Using Microsoft 365 Insights… »

Automating PDF Data Extraction Using Computer Use within Copilot Studio

Business documents such as purchase orders, invoices, reports, and shipping documents often contain valuable information in tabular format. In many organizations, this information is still copied manually into spreadsheets or business applications, which takes time and increases the possibility of errors. Microsoft Copilot Studio includes Computer Use, a capability that enables an agent to interact… Read More: Automating PDF Data Extraction Using Computer Use within Copilot Studio »